Civic Intelligence

Orange County Concierge Association

990EZ • Fiscal year 2016 • EIN 32-0164151

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

Organization ProfileN/A
PO Box 2004Newport Beach, CA 92663

(714) 615-1692

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

43rd percentile

0.3%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2015

Net Assets

Down

$82

Down $6,824 (-99%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$29,113

Down $9,762 (-25%) from 2015

Expenses

Down

$29,031

Down $2,938 (-9.2%) from 2015

Net Income

Down

$82

Down $6,824 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0K$6.0K$4.0K$2.0K$0Assets 2013: $3,149Net Assets 2013: $3,1492013Assets 2014: $0Net Assets 2014: $3,6812014Assets 2015: $0Net Assets 2015: $6,9062015Assets 2016: $0Net Assets 2016: $822016Assets 2017: $3,403Net Assets 2017: $3,4032017

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$82
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $51,242Expenses 2013: $51,738Net Income 2013: -$4962013Revenue 2014: $52,432Expenses 2014: $48,751Net Income 2014: $3,6812014Revenue 2015: $38,875Expenses 2015: $31,969Net Income 2015: $6,9062015Revenue 2016: $29,113Expenses 2016: $29,031Net Income 2016: $822016Revenue 2017: $27,509Expenses 2017: $29,031Net Income 2017: -$1,5222017

Highlighted filing

2016

Revenue$29,113
Expenses$29,031
Net Income$82
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Gross Receipts
$29,113
Mission and Program Overview

Mission

The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate the Association.

The Association actively promotes and forwards the trade interests of the members who operate in the Concierge industry in Orange County.

Program Services

DescriptionGrantsExpenses
The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate in Association.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-PresidentPT$0--
-Co-Vice PresidentPT$0--
-Co-Vice PresidentPT$0--
-Co-TreasurerPT$0--
-Co-TreasurerPT$0--
-Secretary (Corres/Recording)PT$0--
-Historian-$0--
-Director Of Membership-$0--
Filing and Contact Details

Filer

Filer Name
Orange County Concierge Association
EIN
32-0164151
Phone
7146151692
Address
PO Box 2004, Newport Beach, CA 92663

Signing Officer

Name
Lisa Yamamoto
Title
Co-treasurer
Phone
7146151692
Signed
2017-04-24

Preparer

Firm
Patrick J Brennan EA
Address
129 S Avenida Lysanne, Anaheim, CA 92807-4002
Preparer
Patrick J Brennan Ea
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Trade Show/Gala/Other Income 11523.”

Form 990EZ, Part I, Line 16

“Community Donations 1540.”

Form 990EZ, Part I, Line 16

“Educational Funds 1849.”

Form 990EZ, Part I, Line 16

“Board and General Meetings 8774.”

Form 990EZ, Part I, Line 16

“Familiarization Trips 1057.”

Form 990EZ, Part I, Line 16

“Corporation Appreciation Night 807.”

Form 990EZ, Part I, Line 16

“Symposium, Board Gala, and Retreat 7273.”

Form 990EZ, Part I, Line 16

“Overhead and Miscellaneous 7731.”

Raw XML Appendix133 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Lisa Yamamoto
IRS990EZ/BooksInCareOfDetail/PhoneNum07146151692
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2004
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Newport Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt082
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt029113
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017590
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt57.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Heather Dahl-Ellis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1Val Martinez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt2Lisa Yamamoto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt3Tammy Thurlow
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt4Marcia Chavez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt5Lizette Rabago
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt6Scott Ramsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt7Janice Bowers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary (Corres/Recording)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director of Membership
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029031
IRS990EZ/OtherRevenueTotalAmt011523
IRS990EZ/PrimaryExemptPurposeTxt0The Association actively promotes and forwards the trade interests of the members who operate in the Concierge industry in Orange County.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Association actively promoted and forwarded the trade interests as well as provided educational opportunities to the members who operate in Association.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029031
IRS990EZ/TotalRevenueAmt029113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Trade Show/Gala/Other Income 11523.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Community Donations 1540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Educational Funds 1849.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board and General Meetings 8774.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Familiarization Trips 1057.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Corporation Appreciation Night 807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Symposium, Board Gala, and Retreat 7273.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Overhead and Miscellaneous 7731.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA YAMAMOTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07146151692
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Orange County Concierge Association
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0320164151
ReturnHeader/Filer/PhoneNum07146151692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2004
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CA16E69BFF802DAC1361C20D1A283DE00857F6EE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E06233CD29590C0521E5522E479C15AADB331B7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.88.249.8
ReturnHeader/FilingSecurityInformation/IPDt02017-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:43:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patrick J Brennan EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0129 S Avenida Lysanne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anaheim
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0928074002
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK J BRENNAN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-03T16:43:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$82
Revenue
$29,113
Expenses
$29,031
Net income
$82
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.40$3.40$27.5$29.0$1.52
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.08$29.1$29.0$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.00$6.91$38.9$32.0$6.91
2014Detailed filing. Detailed filing data is available for this year.$0.00$3.68$52.4$48.8$3.68
2013Detailed filing. Detailed filing data is available for this year.$3.15$3.15$51.2$51.7$0.50